You may want to manually grant access to a membership. Perhaps you are migrating from NicheFit and don’t want to charge customers who’ve already paid, or you want to give it to a particular person for free. If it’s a membership that has a paid option, follow these steps to grant access manually:
Note: You can grant an offer manually from the contact page, but this is not the best option if you use a workflow to send login credentials. This will work correctly if you enable the Membership > Settings > Email Settings templates. This can be fixed by sending a magic link and a password reset from the contact area (see screenshot below). View our articles on magic links and membership emails for more information.
Using Workflows to Facilitate Manually Granting Access
Step 1: Setup Product. Create a new product, or duplicate an existing one. (You can follow our other articles on creating a product)
- To duplicate an existing membership product, clone the product.
Step 2: Setup Offer.
Create a new offer and select the product. (You can follow our other tutorials if you need help setting up a new offer).
- Add your product to an existing offer by clicking on the pencil icon
- Click on the menu dots and checkout on the offer page.
- Please copy the link from the checkout page and save it for later.
Step 3: Create a Tag for Identification
- Under Tags, create a tag such as “Offer A - Free Membership Access.”
Step 4: Setup a Workflow Trigger for the Offer.
Please Note: You can also leave the trigger blank, requiring you to use the manual option for adding a contact to a workflow. This is in the contact area (see screenshot below)
We will use the Contact Tag, and Membership First Signup triggers in this example.
Note: You would also add the Offer Access Granted Trigger to the 2nd workflow if login credentials are irrelevant. Credentials will only populate when using the Membership New Signup trigger with workflows the first time an offer is granted.
Workflow 1:
- Add the trigger Contact Tag, then filter for the added tag and save.
- Add the Membership Grant Offer action to add the contact to the offer and include the product.
- Publish and Save
Workflow 2:
- Add the Membership New Signup trigger to the second workflow
- Add the Send Email action and either use a template with membership custom values or build one within the workflow email builder.
- Publish and save when finished.
Step 4: Add the Tag.
Add the tag in the contact area to grant the offer to one or multiple contacts.
Please Note: This can be done when importing a list or adding to existing contact record(s).
NOTE: Membership New Signup signifies the contact did an action– they filled out a form, made a purchase, etc., or can be viewed as the first offer granted. In comparison, Offer Access Granted implies an action done by YOU or a workflow permitting them to access the offer after the first time.